AES家用电器及消费电子展2026年聚势智造，领航全球

Core Insights - The ongoing changes in the international landscape highlight the risks of traditional foreign trade enterprises relying too heavily on a single market. However, these challenges also present new opportunities for growth [1]. Trade Dynamics - In the first three quarters of 2025, China's imports and exports to countries involved in the Belt and Road Initiative reached 17.37 trillion yuan, an increase of 6.2%, accounting for 51.7% of the total trade value [1]. - Exports of electromechanical products from China reached 12.07 trillion yuan, growing by 9.6%, which constitutes 60.5% of total exports, indicating a shift from reliance on the U.S. to a more global approach [1]. Market Opportunities - Emerging markets are showing strong growth, with imports and exports to ASEAN increasing by 9.6%, Africa by 19.5%, and Central Asia by 16.7% [1]. - The AES Home Appliances and Consumer Electronics Expo aims to deepen its presence in nine key overseas markets across five continents in 2026, inviting industry peers to collaborate in the global trade wave [1][21]. Regional Focus: Southeast Asia - Vietnam's GDP growth rate reached 6.42% in the first half of 2024, with expectations to rise to 6.5% in 2025, driven by a young population and strong domestic demand [24]. - Indonesia, as Southeast Asia's largest economy, is experiencing a significant expansion of its middle class, projected to add 8 million new users by 2028, enhancing market vitality [25]. Regional Focus: Middle East - Dubai serves as a strategic hub for trade, with a high GDP per capita exceeding $40,000, and a significant expatriate population driving demand for affordable products [27]. - Saudi Arabia's e-commerce sales grew by 31.3% in the first half of 2025, with consumer electronics accounting for 23.3% of online sales, indicating robust online consumption potential [29]. Regional Focus: Latin America - Mexico's strategic location as a member of the USMCA provides tariff advantages for exports to the U.S., making it a key entry point for Chinese companies into North America [11]. - Brazil's electronic products and appliances saw a 34% increase in sales in the first half of 2024, driven by rising incomes and the expansion of offline retail channels [13]. Regional Focus: Africa - South Africa, as one of Africa's most developed economies, has a significant demand for cost-effective and quality products, with a young population driving consumption [35]. - China's exports to Africa reached approximately $97 billion in the first seven months of 2024, with electromechanical products making up 53% of this total [36]. Regional Focus: Europe - Poland's strategic location allows for efficient transportation to major European markets, with a stable demand for Chinese home appliances and consumer electronics [16]. - The EU's strict energy efficiency regulations are increasing demand for high-efficiency appliances, providing a competitive edge for Chinese manufacturers [38].